Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dee? Claim Your ProfileDee Edwards is a financial advisor with Ameriprise Financial Services, LLC, and has been in the industry since March 19, 2008. Dee Edwards is registered with the state of Ohio and has been a registered representative since November 3, 2014. Dee Edwards is also a registered investment advisor and has been in that role since November 3, 2014. Dee Edwards has been an active financial advisor for several years, having worked with previous firms like Dean Witter Reynolds Inc. and The Dreyfus Service Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
08/19/2020 - Present
Ameriprise Financial Services, LLC (HUDSON OH)
NY
05/17/1994 - 06/11/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/28/1992 - 03/11/1994
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NJ
11/15/1990 - 12/18/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 10/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 11/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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